Instuitional Investor - Mps Loria Financial Planners, Llc
Fund Profile
Filing Period:
| Fund Name: | Mps Loria Financial Planners, Llc |
| Portfolio Value | $389,041,025 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 333,549 | $124,560,491 | 32.02% | |
| 2. | AAPL | 281,985 | $76,660,465 | 19.7% | |
| 3. | Ishares Inc - CORE MSCI EMKT | 676,346 | $45,463,987 | 11.69% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 151,840 | $39,166,974 | 10.07% | |
| 5. | Ishares Tr - CRE U S REIT ETF | 250,649 | $14,276,972 | 3.67% |